Don’t Get Caught in a Tax Trap

Stock Options Explained

Whether you hold non-qualified stock options (NQOs) or incentive stock options (ISOs), BEWARE! There are unfavorable outcomes caused by one or both of the following:

  1. The stock price goes down after your stock options are exercised (NQOs and ISOs)
  2. You do not consider Alternative Minimum Tax (AMT) ramifications (ISOs only)

Want more? Listen to the “Taxes Matter!” portion of our webinar for free!

Lukas P. Davis, CPA and Marc F. Pollack, CPA of Considine & Considine provide insight on how incentive plans and their tax treatment can affect what you will owe Uncle Sam.

Click below to download our “Don’t Get Caught in a Tax Trap” guide!